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RAFFA WEALTH MANAGEMENT, LLC’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-515
Closed -$19.9K – 407
2017
Q1 		$19.9K Buy
+515
New +$19.7K 0.01% 144

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PFF Position: Q2 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2017, closing a stake of 515 shares — an estimated $19.9K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PFF in Q1 2017 and held it in 1 quarter. The position peaked at $19.9K in Q1 2017. 633 funds tracked by Wall St. Rank hold PFF as of Q2 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 515 iShares Preferred and Income Securities ETF shares in Q2 2017, an estimated $19.9K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Preferred and Income Securities ETF position peaked at $19.9K in Q1 2017.
  • 633 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2017, filed 27 Jul 2026.